传媒行业周报：《超自然行动组》商业化提速，AI陪伴产品EVE内测引发关注-20250708

Investment Rating - The report maintains a "Buy" rating for the industry, indicating a positive outlook for the sector's performance [6][9]. Core Insights - The media industry has shown a weekly increase of 2.70%, ranking 6th among industries, outperforming the Shanghai Composite Index and Shenzhen Component Index [12][19]. - Key companies such as Gigabit, Giant Network, and Shenzhou Taiyue have demonstrated strong performance, with notable weekly gains [19]. - The report emphasizes the growth potential in AI applications and cultural exports, particularly in gaming, IP, short dramas, and publishing sectors [4][38]. Summary by Sections Market Performance - The media industry (Shenwan) increased by 2.70% from June 28 to July 4, 2025, while the Shanghai Composite Index rose by 1.40% and the Shenzhen Component Index by 1.25% [12]. - The gaming sector saw a significant rise of 8.36%, while other segments like advertising and film experienced declines [12][19]. Key Industry Data - AI applications are gaining traction, with Quark leading domestic monthly active users (MAU) at 156.18 million, a 2.51% increase [23][25]. - The gaming title "Supernatural Action Group" has accelerated its commercialization, entering the top 10 in the iOS sales chart [26]. - The total box office for the week of June 27 to July 3 reached 696 million yuan, with "Detective Conan: The Eye of the One-Eyed" leading at 217 million yuan [32][35]. Investment Recommendations - The report suggests focusing on themes such as AI applications and cultural exports, with specific attention to companies like Giant Network, Yaoji Technology, and Shenzhou Taiyue [4][38].